Long-term investor
Prudent Man Advisors, LLC @prudentmanadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001817174).
Record
- Tracked since 2025-06-30 (434 days), 151 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months +7.1% · 1 year +14.1% · all +14.1%
- Max drawdown -2.2% · Sharpe 0.90 · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 9.9% · long · since 2025-06-30
- BND · 5.8% · long · since 2025-06-30
- HYG · 4.0% · long · since 2025-06-30
- NVDA · 3.4% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- VEA · 2.9% · long · since 2025-06-30
- GOOG · 2.5% · long · since 2025-06-30
- MU · 2.4% · long · since 2025-12-31
- AMZN · 2.3% · long · since 2025-06-30
- IVV · 2.2% · long · since 2025-06-30
- ESGU · 2.2% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30